The Diamond Podcast for Financial Advisors
Latest Episodes
Industry Update: Are the Wirehouses Getting Ready to Give Independence a Run for the Money this Year?
Wirehouse recruiting seems to be on an upswing, exemplified by recent high-profile hires and deals like Morgan Stanley’s acquisition of E*Trade. Are the wirehouses ready to compete in the recruiting wars? Mindy Diamond explores the battle for talent.
Industry Update: Are the Wirehouses Getting Ready to Give Independence a Run for the Money this Year?
Wirehouse recruiting seems to be on the upswing, exemplified by recent high-profile hires and deals like Morgan Stanleys acquisition of E*Trade. Are the wirehouses ready to compete in the recruiting wars? Mindy Diamond explores the battle for talent.
Brian Hamburger Talks Trends, Options and Opportunity—and What Advisors Need to Consider Before Making the Leap
The Founder of Hamburger Law Firm and MarketCounsel shares his legal and business expertise on what financial advisors need to know about a leap to independence, post-Protocol moves, M&A, technology and the leveling of the playing field.
Brian Hamburger Talks Trends, Options and Opportunity—and What Advisors Need to Consider Before Making the Leap
The Founder of Hamburger Law Firm and MarketCounsel shares his legal and business expertise on what financial advisors need to know about a leap to independence, post-Protocol moves, M&A, technology and the leveling of the playing field.
Industry Update: The Bull Market for Advisors, Where They’re Moving to and Why
In this segment of Industry Update for Financial Advisors, Mindy Diamond takes a look at where advisors are going, how movement is fueling the landscape’s evolution, and what’s serving as a “barometer” of change for the industry at large.
Industry Update: The Bull Market for Advisors, Where They’re Moving to and Why
In this segment of Industry Update for Financial Advisors, Mindy Diamond takes a look at where advisors are going, how movement is fueling the landscapes evolution, and whats serving as a barometer of change for the industry at large.
Advisor as Client: The Raymond James Model of Supported Independence
Jodi Perry, President of RJFS Independent Contractor Division shares insights on the firm’s success, its culture and client-first ethos, and how that resonates with advisors looking for freedom and flexibility plus scaffolding and support.
Advisor as Client: The Raymond James Model of Supported Independence
Jodi Perry, President of RJFS Independent Contractor Division shares insights on the firms success, its culture and client-first ethos, and how that resonates with advisors looking for freedom and flexibility plus scaffolding and support.
Industry Update: On Clashes, Sleeping Giants, and the Handwriting on the Wall
A new bi-weekly segment that takes a look beyond independence into what’s going on in the wealth management world at large. 10-minutes on 3 things happening now and the impact on how financial advisors serve their clients and grow their businesses.
Joe Duran on What Advisors Need to Know to Succeed in an Evolved Client-Centric World
Joe Duran, the founder/CEO of United Capital, now a Goldman Sachs company, gets candid about the firms sale, his perspective on independence, clients, technology and M&A, plus the logical evolution for advisors and their businesses, and much more.